MBB — Ishares Tr 机构持仓 · 2026年Q3

Name: 谁持有 MBB？53 家机构、4.1 亿美元（2026年Q3）
Creator: ko.io

谁持有 Ishares Tr（MBB）？2026年Q3（报告期截至 2026-09-30）共有 53 家机构在 SEC 13F 申报中报告持有，合计 4.10 亿美元。前几大持有机构：Ferguson Wellman Capital Management, Inc（1.53 亿美元）、Rockland Trust Co（5,950.00 万美元）、Avidian Wealth Enterprises, LLC（3,940.00 万美元）。

排名	机构	市值	股数	变动
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$153.3M	1.7M	增持
2	ROCKLAND TRUST CO	$59.5M	663,553	增持
3	Avidian Wealth Enterprises, LLC	$39.4M	439,200	减持
4	Bangor Savings Bank	$38.5M	429,111	增持
5	CONFLUENCE INVESTMENT MANAGEMENT LLC	$26.0M	290,234	减持
6	MARKET STREET WEALTH MANAGEMENT ADVISORS LLC	$19.8M	220,982	增持
7	Galvin, Gaustad & Stein, LLC	$17.1M	191,296	减持
8	Boltwood Capital Management	$13.2M	147,239	增持
9	McNaughton Wealth Management, LLC	$5.3M	59,347	减持
10	Farther Finance Advisors, LLC	$5.2M	58,541	减持
11	Monument Capital Management	$5.1M	56,820	增持
12	Insight Wealth Strategies, LLC	$4.4M	49,492	增持
13	Balefire, LLC	$2.4M	26,435	增持
14	Venture Visionary Partners LLC	$2.4M	26,263	减持
15	Intelligence Driven Advisers, LLC	$2.3M	26,218	增持
16	Invariant Investment Management	$1.8M	20,504	增持
17	Rosenberg Matthew Hamilton	$1.8M	19,603	增持
18	SAPIENT CAPITAL LLC	$1.7M	19,088	减持
19	BOS Asset Management, LLC	$1.6M	17,426	增持
20	TITLEIST ASSET MANAGEMENT, LLC	$1.1M	11,770	减持
21	Acropolis Investment Management, LLC	$988,984	11,035	增持
22	Cassilly Financial Group LLC	$945,401	10,549	减持
23	Montecito Bank & Trust	$904,087	10,088	减持
24	FC Advisory LLC	$822,557	9,178	增持
25	Central Pacific Bank - Trust Division	$711,672	7,941	增持

来源：SEC 13F 申报文件 · 截至 2026-09-30